Kestra Investment Management’s Southwestern Energy Company SWN Stock Holding History

Kestra Investment Management’s Portfolio SWN Stock Details SWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-42,017	Closed	-$299K	–	1163
2024 Q3	$299K	Buy	42,017 +16,806	+67%	+$108K	0.01%	268
2024 Q2	$170K	Buy	+25,211	New	+$184K	0.01%	98

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Kestra Investment Management's SWN Position: Q4 2024 in Review

Kestra Investment Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 42,017 shares — an estimated $299K sold.

Kestra Investment Management first reported a position in SWN in Q2 2024 and held it in 2 quarters. The position peaked at $299K in Q3 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Kestra Investment Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Kestra Investment Management sold 42,017 Southwestern Energy Company shares in Q4 2024, an estimated $299K.
Kestra Investment Management first reported a position in Southwestern Energy Company in Q2 2024 and held it in 2 quarters.
Kestra Investment Management's Southwestern Energy Company position peaked at $299K in Q3 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Kestra Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.